Estate Planning Law
- Estate Planning 101: Different Types & Uses of Trusts
- The “Will Substitute,” Revocable Trusts: Different Functions Wills & Trusts Fulfill
- Designating IRA Beneficiaries & Using Trusts as Beneficiaries of IRA’s
- Gun Trusts & Estate Planning for Firearms
- Will Contests
- IRA Trust Strategies: Ensuring the Stretch
- Pre-Immigration Tax Planning: Considerations for Worldwide Income & Asset Protection
- Choosing a Trust Jurisdiction
- Prenuptial Agreements & Domestic Asset Protection Trusts: A General Overview of Both and Their Differences
- Asset Protection for Business Owners
- Testamentary Capacity & Undue Influence in Estate Planning & Litigation
- Estate Inclusion Techniques in Estate Planning
- Modifying Irrevocable Trusts Using Nonjudicial Settlement Agreements
- Drafting Directed Trusts
- Designating IRA Beneficiary Critical in Estate Planning
- IRA Problems, Penalties, Pitfalls, Taxes and Pardons from It All
- Drafting Wills, Powers of Attorney & Living Wills
- Estate Tax IRS Form 706: What an Attorney Needs to Know
- Estate Basis Consistency Rules & Reporting Requirements: The Basis of (Almost) Consistently Fun Considerations for Fiduciaries, Beneficiaries & Their Advisers
- IRA Prohibited Transactions & Their Tax Consequences
- Structuring Preferred Partnership Freezes in Estate Planning: Navigating the Chapter 14 Valuation Rules
- Drafting Special Needs Trusts
- Understanding the IRS’s New Approach to Gifts Made to Irrevocable Trusts
- Inherited IRA’s 101
- Advanced Trust Drafting for Income Tax Minimization
- Family Matters: Issues Arising Concerning Estate Matters Regarding the Second Spouse to Die
- Puerto Rico Tax Incentives: Zero Federal Income Tax
- LLC’s in Estate Planning
- Probate 101: Five Steps to a Better Probate
- New Tax Basis Reporting Requirements in Estate Administration: What Attorneys Need to Know
- Estate Planning Practice 101
- Advanced Estate & Trust Administration (incl. 1 hour of Ethics)
- Gun Trusts 101 (2016 Edition)
- Estate Planning for Investment Fund Manager: Navigating Section 2701 & Other Potential Tax Traps
- Drafting IRA Trusts, incl. 1 Ethics hour [2016 Edition]
- What Every Attorney Wants to Know about ERISA and Retirement Plans but is Afraid to Ask
- 2016 Advanced Special Needs Trusts Update (Incl. 1 Ethics Hour)
- Trusts 101 [2017 Edition]
- Handling Estate Administration & Tax Issues
- Income-Only Trusts and Long Term Care
- Directed Trusts Overview & Updates
- The “Resurrection” of NFA Gun Trust: The Good, Bad, and Undecided with Implementation ATF Regulation 41F in July 2016
- Asset Protection Planning
- Trusts 102
- Advanced Special Needs Trusts: Formation, Drafting, Post ACA & Tax issues, and Ethical Considerations
